Legal’s Security Questionnaire Checklist: 5 Must-Asks Before Choosing Software

After attending ITLA Evolve, one trend stood out: legal teams are under pressure to move faster and stay compliant—yet most are still stuck managing security questionnaires through outdated processes.

The stakes are high. When every answer must reflect the firm’s risk posture, compliance policies, and tone of voice, you can’t afford a tool that treats security questionnaires like just another RFP.

If you're evaluating new software, use this 5-point checklist to make sure your next platform supports legal — not sidesteps it.

1. Does it enforce airtight compliance from Day One?

Security questionnaires are dense, technical, and often reviewed by regulators or security teams. Your software must be able to generate responses grounded in your approved documents—no guesswork, no generic language.

💡 With Iris, responses are built from your internal policies, not pulled from public data—ensuring everything is accurate, audit-ready, and firm-approved.

2. Is every answer backed by a full audit trail?

You need to know exactly who wrote what—and when. Version control is critical in legal and security reviews, especially if there’s ever a dispute down the line.

💡 Iris provides full audit trails for every response, with edit history, timestamps, and contributor visibility built in.

3. Can you assign reviewers without relying on Slack or email?

Manual workflows slow teams down. Look for a platform that routes questions automatically to the right legal, IT, or security owner—without chasing them down in threads.

💡 Iris includes smart tagging and notifications so reviewers can be looped in instantly, right where they’re needed.

4. Can the tool adapt your language to different clients and frameworks?

Security language can’t be one-size-fits-all. Your tone, formatting, and terms of use should shift between government reviews, enterprise RFIs, and SOC 2 requests.

💡 With Iris, you can create custom personas that tailor responses by use case—so each answer aligns with the right tone, detail, and formality.

5. How quickly can your team trust and use it?

If the tool adds more overhead—or makes legal nervous about accuracy—it won’t get adopted. Your team should be able to upload past questionnaires and trust the system to surface the right language.

💡 Iris gets legal teams live in under a week, with onboarding support and workflows built specifically for security questionnaire use cases.

Final Takeaway:

Legal teams don’t need generic automation. You need a platform that makes your security questionnaire process compliant, traceable, and fast—without introducing risk or creating more work.

👉 Book a demo to see how Iris helps legal teams scale security questionnaires without sacrificing control.